![]() Salesforce deems the metric view as a single number with a specific label, such as a total in the pipeline or a closed-won deal total. If you need to report on progress, the gauge is the proper visualization tool. Your table is a list view, such as the top five opportunities. You have the option to display your data as a pie, donut, horizontal or vertical bars, line, or funnel chart. Charts are a great visual tool for comparisons. There are four primary components (what Salesforce refers to as “reports” at this stage) that you’ll find valuable: Salesforce Dashboardsĭashboards are visualizations you can build from the same or different reports. For custom reports, the Professional Edition allows for 50, while Unlimited and Performance Editions allow for 2,000 custom reports. Salesforce Classic only allows up to 250 groups (4,000 values) per chart, whereas Salesforce Lightning Experience allows up to 2,000. While you can create custom reports and all four types of Salesforce reports in Salesforce Classic and Lightning, your tier (what Salesforce refers to as “edition”) determines how much data each report contains. One joined report example considers opportunities and cases for an account. Joined reports allow you to compare data between two unrelated reports in one view, which allows you to consider a more holistic picture of your Salesforce data. ![]() Matrix reports are the next step up from summary reports in that you can group data by columns to see different totals, such as the value of opportunities per account by month. For example, you can group your report by account name to see the number or value of opportunities per account. Summary reports follow grouping criteria for rows of data. This type of report is best suited for exporting data to another system. Similar to Excel spreadsheets, tabular reports simply show lines of data without any assigning groups, calculations, or totals. There are four standard report types in Salesforce: Salesforce reports follow rule criteria, which you assign per report so Salesforce can automatically group or filter accounts accordingly. You can organize both reports and dashboards in Salesforce in folders, which you can share with other users or keep private as you put them together. Dashboards are a visual aggregation of either one or multiple reports broken into different visualizations, like pie charts or bar charts. ![]() Reports in Salesforce are standard row and column lists that consist of filtered account records. What Are Reports and Dashboards in Salesforce?
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